Eaton Vance Senior Stock Buy Hold or Sell Recommendation
| EVF Stock | USD 6.24 0.03 0.48% |
Considering the 90-day investment horizon and your above-average risk tolerance, our recommendation regarding Eaton Vance Senior is 'Strong Hold'. Macroaxis provides Eaton Vance buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding EVF positions.
Check out Eaton Vance Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. Note, we conduct extensive research on individual companies such as Eaton and provide practical buy, sell, or hold advice based on investors' constraints. Eaton Vance Senior. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in real.
Eaton |
Execute Eaton Vance Buy or Sell Advice
The Eaton recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Eaton Vance Senior. Macroaxis does not own or have any residual interests in Eaton Vance Senior or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Eaton Vance's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Hold
Market Performance | OK | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Very Low | Details | |
Economic Sensitivity | Barely shadows the market | Details | |
Investor Sentiment | Impartial | Details | |
Analyst Consensus | Strong Sell | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Eaton Vance Trading Alerts and Improvement Suggestions
| Eaton Vance Senior has 12 M in debt with debt to equity (D/E) ratio of 0.18, which may show that the company is not taking advantage of profits from borrowing. Eaton Vance Senior has a current ratio of 0.24, suggesting that it has not enough short term capital to pay financial commitments when the payables are due. Note however, debt could still be an excellent tool for Eaton to invest in growth at high rates of return. | |
| On 22nd of January 2025 Eaton Vance paid $ 0.047 per share dividend to its current shareholders | |
| Latest headline from news.google.com: Saba capital management buys 1,918 in Eaton Vance fund shares - MSN |
Eaton Vance Returns Distribution Density
The distribution of Eaton Vance's historical returns is an attempt to chart the uncertainty of Eaton Vance's future price movements. The chart of the probability distribution of Eaton Vance daily returns describes the distribution of returns around its average expected value. We use Eaton Vance Senior price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Eaton Vance returns is essential to provide solid investment advice for Eaton Vance.
| Mean Return | 0.03 | Value At Risk | -0.65 | Potential Upside | 0.81 | Standard Deviation | 0.42 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Eaton Vance historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Eaton Vance Cash Flow Accounts
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 (projected) | ||
| Change In Cash | (4.1M) | (3.9M) | 891.1K | 393.8K | 354.4K | 372.1K | |
| Net Borrowings | (8M) | 8M | (77M) | (6M) | (5.4M) | (5.7M) | |
| Dividends Paid | 15.5M | 7.6M | 11.6M | 14.1M | 12.7M | 15.1M | |
| Net Income | 42.2M | (9.5M) | 10.7M | 14.6M | 13.1M | 8.3M | |
| Change To Netincome | 57.5M | (48.6M) | 226.2M | 7.1M | 8.1M | 7.7M | |
| End Period Cash Flow | 6.9M | 3.0M | 3.9M | 4.3M | 3.8M | 4.5M | |
| Free Cash Flow | 3.5M | 218.8M | 18.5M | 23.0M | 26.4M | 52.7M | |
| Other Non Cash Items | (38.9M) | 228.9M | 8.3M | 8.7M | 10.0M | 9.5M |
Eaton Vance Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Eaton Vance or Capital Markets sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Eaton Vance's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Eaton stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | 0.02 | |
β | Beta against Dow Jones | 0.10 | |
σ | Overall volatility | 0.39 | |
Ir | Information ratio | 0.04 |
Eaton Vance Volatility Alert
Eaton Vance Senior exhibits very low volatility with skewness of -0.07 and kurtosis of 0.4. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Eaton Vance's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Eaton Vance's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Eaton Vance Fundamentals Vs Peers
Comparing Eaton Vance's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Eaton Vance's direct or indirect competition across all of the common fundamentals between Eaton Vance and the related equities. This way, we can detect undervalued stocks with similar characteristics as Eaton Vance or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Eaton Vance's fundamental indicators could also be used in its relative valuation, which is a method of valuing Eaton Vance by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Eaton Vance to competition |
| Fundamentals | Eaton Vance | Peer Average |
| Return On Equity | 0.1 | -0.31 |
| Return On Asset | 0.0523 | -0.14 |
| Profit Margin | 0.89 % | (1.27) % |
| Operating Margin | 0.86 % | (5.51) % |
| Current Valuation | 154.09 M | 16.62 B |
| Shares Outstanding | 17.86 M | 571.82 M |
| Shares Owned By Institutions | 14.95 % | 39.21 % |
| Number Of Shares Shorted | 76.23 K | 4.71 M |
| Price To Earning | 41.62 X | 28.72 X |
| Price To Book | 1.04 X | 9.51 X |
| Price To Sales | 6.78 X | 11.42 X |
| Revenue | 16.44 M | 9.43 B |
| Gross Profit | 15.1 M | 27.38 B |
| EBITDA | 15.87 M | 3.9 B |
| Net Income | 14.56 M | 570.98 M |
| Cash And Equivalents | 2.97 M | 2.7 B |
| Cash Per Share | 0.17 X | 5.01 X |
| Total Debt | 12 M | 5.32 B |
| Debt To Equity | 0.18 % | 48.70 % |
| Current Ratio | 0.24 X | 2.16 X |
| Book Value Per Share | 6.16 X | 1.93 K |
| Cash Flow From Operations | 22.99 M | 971.22 M |
| Short Ratio | 1.35 X | 4.00 X |
| Earnings Per Share | 0.73 X | 3.12 X |
| Beta | 0.56 | -0.15 |
| Market Capitalization | 111.63 M | 19.03 B |
| Total Asset | 170.11 M | 29.47 B |
| Retained Earnings | (31.81 M) | 9.33 B |
| Annual Yield | 0.09 % | |
| Five Year Return | 6.34 % | |
| Net Asset | 170.11 M | |
| Last Dividend Paid | 0.7 |
Note: Insider Trading [view details]
Eaton Vance Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Eaton . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
About Eaton Vance Buy or Sell Advice
When is the right time to buy or sell Eaton Vance Senior? Buying financial instruments such as Eaton Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
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Check out Eaton Vance Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. You can also try the Price Transformation module to use Price Transformation models to analyze the depth of different equity instruments across global markets.
Is Asset Management & Custody Banks space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Eaton Vance. If investors know Eaton will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Eaton Vance listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.49) | Dividend Share 0.704 | Earnings Share 0.73 | Revenue Per Share | Quarterly Revenue Growth (0.05) |
The market value of Eaton Vance Senior is measured differently than its book value, which is the value of Eaton that is recorded on the company's balance sheet. Investors also form their own opinion of Eaton Vance's value that differs from its market value or its book value, called intrinsic value, which is Eaton Vance's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Eaton Vance's market value can be influenced by many factors that don't directly affect Eaton Vance's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Eaton Vance's value and its price as these two are different measures arrived at by different means. Investors typically determine if Eaton Vance is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Eaton Vance's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.